Integration with your practice

Access the information you need in one familiar system, supported by seamless data integration through our strategic technology partnerships.

Our data integration platform partners

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Direct Integration

Direct Integration

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SS&C Advent

Direct Integration

Direct Integration

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SS&C | Black Diamond wealth platform

Direct Integration

Direct Integration

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eMoney

Direct Integration

Direct Integration

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Envestnet

Direct Integration

Direct Integration

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Envestnet Tamarac

Enabled by FAN Mail

Enabled by FAN Mail

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Envestnet Yodlee

Direct Integration

Direct Integration

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FAN Mail Financial Advisor Network

Enabled by FAN Mail

Enabled by FAN Mail

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Morningstar

Direct Integration

Direct Integration

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Orion

Direct Integration

Direct Integration

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RightCapital

Third Party Aggregator

Third Party Aggregator

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Additional integration options

Use the FAN Mail integrations instructions link below for all options that are enabled by FAN Mail:

Direct Integration
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Below, all integration options use this link.
FAN Mail Integration Instructions
Direct Integration
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FAN Mail Integration Instructions
Pershing Advisor Solutions
Direct Integration
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FAN Mail Integration Instructions
Enabled by FAN Mail
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FAN Mail Integration Instructions
Addepar
Enabled by FAN Mail
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FAN Mail Integration Instructions
Advisor360
Enabled by FAN Mail
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FAN Mail Integration Instructions
Advyzon
Enabled by FAN Mail
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FAN Mail Integration Instructions
Albridge
Enabled by FAN Mail
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FAN Mail Integration Instructions
Broadridge
Enabled by FAN Mail
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Below, all integration options use this link.
FAN Mail Integration Instructions
CircleBlack
Enabled by FAN Mail
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Below, all integration options use this link.
FAN Mail Integration Instructions
FinFolio
Enabled by FAN Mail
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FAN Mail Integration Instructions
GeoWealth
Enabled by FAN Mail
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FAN Mail Integration Instructions
Quovo
Enabled by FAN Mail
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FAN Mail Integration Instructions
Schwab
Enabled by FAN Mail
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FAN Mail Integration Instructions
ByAllAccounts (Morningstar)
Third Party Aggregator
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Below, all integration options use this link.
FAN Mail Integration Instructions

Don’t see your software listed?

Reference the FAN Mail website for a complete listing of software vendors linked via DST FAN Mail.

The above-referenced companies are not affiliated with Jackson National Life Distributors LLC.
 

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Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein. 

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met. 

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. 

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.